CrowdStrike

includes CrowdStrike Falcon

3 statements across 2 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jun 29, 2020 by Somesh Dash · said 10 times in 3 episodes since 2020 · across every show →

Mentions by year, the whole family

brought up most by Siddhartha Ahluwalia (2), Somesh Dash (1), Prukalpa Sankar (1)

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every mention, scene by scene, with the transcript →

Everything said about CrowdStrike, oldest first

Jun 29, 2020 bullish
Prediction Not checkable as stated
Dash: Datadog, CrowdStrike, and Rubrik can reach $1B in ARR
“Many times we do get involved in companies where they not only reach a hundred, but they have a path to a billion of revenue or ARR, as we've seen with Netflix, and we think that potential exists with, Datadog and CrowdStrike and many other companies that are …”
Somesh Dash Jun 29, 2020 ▶ 3:32 Somesh Dash, IVP on learnings from the crisis of 2002 & 2008 and investing in resilient companies
Nov 18, 2025 bullish
Disclosure
Dash: IVP co-led CrowdStrike investment at a $3B valuation
“We didn't think when we backed CrowdStrike, you know, our entry price was three billion in the big round that we did. We co-led that round.”
Somesh Dash Nov 18, 2025 ▶ 36:26 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
Nov 18, 2025 positive
Assertion Supported
Dash: Three IVP portfolio companies entered the S&P 500 in 14 months
“We had three companies in the last 14 months enter the S&P 500. CrowdStrike, Datadog, and Coinbase.”
Somesh Dash Nov 18, 2025 ▶ 24:21 What 20 Years of Investing taught Somesh Dash of IVP after backing Perplexity, Figma, Dropbox
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